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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,433 | $111,814-46.8% | $103,378-42.5% | $145,978-59.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.60% | 24.80%-6.2pp | 24.91%-6.3pp | 550.52%-531.9pp |
| Employer contribution / active EE | $2,539 | $4,215-39.8% | $3,870-34.4% | $4,662-45.5% |
| Participant deferral / active EE | $4,472 | $5,618-20.4% | $5,058-11.6% | $6,690-33.2% |
| Admin fee / account holder | $384 | $9,764-96.1% | $8,401-95.4% | $13,400-97.1% |